Safeguard Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,447
| Closed | -$246K | – | 131 |
|
|
2024
Q3 | $246K | Sell |
1,447
-228
| -14% | -$38.8K | 0.06% | 104 |
|
|
2024
Q2 | $276K | Buy |
+1,675
| New | +$276K | 0.08% | 85 |
|
|
2023
Q3 | – | Sell |
-861
| Closed | -$159K | – | 413 |
|
|
2023
Q2 | $159K | Buy |
+861
| New | +$159K | 0.08% | 76 |
|